💥 BTC Dominance Nearing 60% – Alt Squeeze or Setup for Rotation?
Dominance ticking up to 59.3%. That's the macro overlay pressing on everything outside Bitcoin right now.
Watched dominance cycles since 2017 – peaks signaling alt pain, breakdowns igniting rotations. Current setup: BTC flat to up mid-single on the week, alts mixed with some selective strength but overall cap dipping. Institutional flows favoring the king, ETFs absorbing supply while risk assets wobble globally.
It's the cycle filter at work. Top 10 shows it clear – BTC holding firm near $89k, while higher-beta names fight for air. On-chain, Bitcoin exchange outflows continue, whale accumulation quiet but persistent. Relative to past peaks, this climb feels orderly, not euphoric. Risks obvious: if dominance pushes higher without relief, alt liquidity thins fast, potential for cascading grabs lower.
Flip side – these squeezes often exhaust, setting up asymmetric alt mean reversion when least expected. I've positioned core BTC heavy but kept dry powder for confirmed breakdowns. Grounded respect for the current structure.
You reading this dominance rise as prolonged alt winter or just healthy reset? How much exposure are you keeping outside BTC here? Where's your watch level for potential rotation signals?
